Accountant-Intermediate (Tax Specialist)
Are you a seasoned Tax Specialist ready to support complex estate and trust tax filings? Apply Now!
Working with one of our top financial clients, this role calls for an Accountant-Intermediate (Tax Specialist). This position involves managing the preparation and filing of intricate estate and trust income tax returns, providing technical expertise, and supporting ongoing administrative functions within a dynamic team environment.
Pay rate range (CAD): $36.23/hr – $43.48/hr
Responsibilities
- Collect information from clients, internal and external sources to prepare and file income tax returns for estate and trust accounts.
- Perform calculations, complete schedules, and organize data for complex returns.
- Prepare personal, estate, and trust income tax returns and schedules with accuracy.
- Identify post-mortem and other tax planning opportunities.
- Review assessment notices, prepare adjustment requests, objection notices, and Clearance Certificates.
- Correspond with CRA to provide requested information and resolve issues.
- Maintain quality, responsiveness, and timeliness standards.
- Liaise with trust staff, external tax professionals, and clients on income tax requirements and strategies.
- Participate in special projects as assigned.
- Manage and train junior staff members.
- Review complex tax returns, such as GREs and terminal T1 returns.
- Take ownership of assigned projects with limited supervision.
Desired Skill-Set
- Minimum of 3+ years of experience in an accounting or tax-related role.
- Proficiency in preparing T1, T1 terminal (final), T3 trusts, and estate returns.
- Familiarity with graduated rate estates.
- Post-secondary degree in accounting or equivalent.
- Experience with tax preparation software, specifically Taxprep.
- Strong attention to detail and accuracy.
- Excellent analytical and tax research skills.
- Effective communication skills for interacting with clients, professionals, and teams.
- Ability to work independently and handle multiple activities simultaneously.
- Proactive with a strong initiative-taking mindset.
Nice to Have
- CPA designation or working towards it.
- Experience supporting individuals with lost capacity, T1 terminals, and estate/trust management.
- Knowledge of CRA RepID, tax platforms, and FI systems.
- Experience with deceased taxpayer scenarios.
- Ability to communicate technical tax concepts clearly and concisely.
- Collaborative mindset and strong decision-making skills.
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.